Provident Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Provident Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-993	Closed	-$17.1K	–	87
2023 Q2	$17.1K	Buy	993 +3	+0.3%	+$49	0.01%	78
2023 Q1	$15.8K	Buy	990 +3	+0.3%	+$47	0.01%	82
2022 Q4	$14.7K	Buy	987 +3	+0.3%	+$45	0.01%	78
2022 Q3	$14K	Sell	984 -396	-29%	-$6.16K	0.01%	81
2022 Q2	$20K	Buy	1,380 +405	+42%	+$6.5K	0.01%	80
2022 Q1	$17K	Buy	+975	New	+$17.1K	0.01%	87

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $426M AUM

Provident Wealth Management's SCHB Position: Q3 2023 in Review

Provident Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q3 2023, closing a stake of 993 shares — an estimated $17.1K sold.

Provident Wealth Management first reported a position in SCHB in Q1 2022 and held it in 6 quarters. The position peaked at $20K in Q2 2022. 939 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

Provident Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q3 2023 after selling out during the quarter.
Provident Wealth Management sold 993 Schwab US Broad Market ETF shares in Q3 2023, an estimated $17.1K.
Provident Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2022 and held it in 6 quarters.
Provident Wealth Management's Schwab US Broad Market ETF position peaked at $20K in Q2 2022.
939 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

Based on Provident Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.